Agneda:
How much do you need?
Social Security timing
Sequence-of-returns risk
Sustainable withdrawal strategies
Asset accumulation vs. decumulation — shifting from saving to spending
Roth conversions — when and why they make sense
RMDs — required minimum distributions, timing, and tax impact
Navigating Medicare — enrollment windows, Parts A/B/C/D, IRMAA
Caregiving — financial planning for aging parents and/or a spouse
Space is limited so please sign up only if you're certain you can attend. If you need to cancel, please do so on the website or on the Wild Apricot app. Within 3 days of the event, you will not be able to cancel on the app so please contact Patricia Mandarino at 312-560-2505.
